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            Set Up a Mobile Home Page

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Set Up a Mobile Home Page

            Boost users’ productivity on the go by setting up a Financial Services Cloud home page for the Salesforce mobile app.

            Note
            Note Salesforce is available as a downloadable app on iOS and Android devices and as a mobile browser app in supported mobile browsers.
            1. From Setup, enter Lightning App Builder in the Quick Find box, and then select Lightning App Builder.
            2. Click New.
            3. Select App Page and click Next.
            4. Enter a label, such as Mobile Home.
            5. Select a layout for your page, then click Done.
            6. Drag components onto the canvas to customize your mobile home page. Choose from standard and custom Financial Services Cloud components.
            7. To preview the mobile home page, click Desktop and then select Phone.
            8. Save the page.
            9. Click Activate.
            10. On the MOBILE NAVIGATION tab, click Add page to app to add your home page to the mobile navigation menu.
            11. Save your changes.
            Note
            Note To activate mobile home pages as part of your mobile navigation, see Modify the Mobile Navigation Menu.
             
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            Salesforce Help | Article